Wealth Advisor, Private Client Planning & Digital Solutions

Fairygodboss; Daytona Beach (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Florida to provide comprehensive financial planning and investment advice to individuals and families.

You will build lasting relationships, grow a client book, and utilize digital tools to deliver personalized solutions with integrity and client-focused service. The role requires active securities licenses and insurance licenses, along with a commitment to high professional standards and ongoing learning.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses, or ability to obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses, or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain a holistic view of clients' needs and financial coaching beyond investments.
• Represent Chase and leverage digital tools to enhance client service.

Skills

Client acquisition

Relationship-building

Financial markets knowledge

Integrity

Communication

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Florida to provide comprehensive financial planning and investment advice to individuals and families.

You will build lasting relationships, grow a client book, and utilize digital tools to deliver personalized solutions with integrity and client-focused service. The role requires active securities licenses and insurance licenses, along with a commitment to high professional standards and ongoing learning.